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Criterion Capital Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Criterion Capital Advisors’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7
Closed -$160 – 358
2023
Q4 		$160 Buy
+7
New +$143 ﹤0.01% 355

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Criterion Capital Advisors's DFAR Position: Q1 2024 in Review

Criterion Capital Advisors sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q1 2024, closing a stake of 7 shares — an estimated $160 sold.

Criterion Capital Advisors first reported a position in DFAR in Q4 2023 and held it in 1 quarter. The position peaked at $160 in Q4 2023. 188 funds tracked by Wall St. Rank hold DFAR as of Q1 2024.

  • Criterion Capital Advisors reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • Criterion Capital Advisors sold 7 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2024, an estimated $160.
  • Criterion Capital Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and held it in 1 quarter.
  • Criterion Capital Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $160 in Q4 2023.
  • 188 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2024.

Based on Criterion Capital Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.